Mirror deal (set up of Mirror Rules)

Created by Erik Åkerlund, Modified on Tue, 9 Jan at 11:18 AM by Karin Östergren

For the system to automatically create a mirror when entering a certain type of transaction you need to setup mirror rules.

Start by navigating to Settings - Mirror Rules

To create a rule:

Click the + button
Set the Selection criteria for this mirror rule i.e. when it will be applied
Choose wether you want mirror to be created or not
Press Save

Note!

Mirror rules are applied in the order they are setup. To change the order for which a specific mirror rule will be applied. Select the row you want to move and click the up and down arrows to change the order.

Guarantees cannot be mirrored in TS.

Override rules

If you want to override the mirror rules use the field Mirror (Create mirror, No mirror) when entering a new deal.